Fairman Group
SCHA icon

Fairman Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Fairman Group’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$97.9K Buy
3,002
+3
+0.1% +$103 0.07% 74
2026
Q2 		$108K Buy
2,999
+3
+0.1% +$99 0.09% 75
2026
Q1 		$87.1K Buy
2,996
+2
+0.1% +$60 0.07% 76
2025
Q4 		$85.3K Buy
2,994
+4
+0.1% +$113 0.07% 78
2025
Q3 		$83.4K Buy
2,990
+4
+0.1% +$107 0.07% 80
2025
Q2 		$75.6K Buy
2,986
+3
+0.1% +$71 0.06% 86
2025
Q1 		$77.1K Buy
2,983
+2
+0.1% +$51 0.07% 81
2024
Q4 		$77.1K Buy
2,981
+7
+0.2% +$186 0.06% 89
2024
Q3 		$76.6K Buy
2,974
+6
+0.2% +$149 0.07% 91
2024
Q2 		$70.7K Hold
2,968
– – 0.07% 94
2024
Q1 		$73.1K Hold
2,968
– – 0.07% 84
2023
Q4 		$70.1K Buy
+2,968
New +$62.6K 0.07% 89

Other funds holding SCHA

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Steele Capital Management
Steele Capital Management Dubuque, Iowa $2.7B AUM 13.58% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Sims Investment Management
Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return
RMG Wealth Management
RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Golden Reserve Retirement
Golden Reserve Retirement Dublin, Ohio $686M AUM 18.14% 1-Year Est. Return
93 Financial Group
93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return
Kohmann Bosshard Financial Services
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.19B AUM 9.66% 1-Year Est. Return

Fairman Group's SCHA Position: Q3 2026 in Review

Fairman Group increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.1% in Q3 2026, buying an estimated $103 and bringing the position to 3,002 shares worth $97.9K. The position accounts for 0.07% of the portfolio, ranked #74.

Fairman Group first reported a position in SCHA in Q4 2023 and has held it in 12 quarters since. The position peaked at $108K in Q2 2026. 805 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

  • Fairman Group held 3,002 shares of Schwab U.S Small- Cap ETF worth $97.9K as of Q3 2026.
  • Fairman Group bought 3 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $103.
  • Schwab U.S Small- Cap ETF made up 0.07% of Fairman Group's portfolio in Q3 2026, its #74 holding.
  • Fairman Group first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 12 quarters since.
  • Fairman Group's Schwab U.S Small- Cap ETF position peaked at $108K in Q2 2026.
  • 805 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Fairman Group's 13F filing for Q3 2026, filed 26 Oct 2026.